Sound Financial Strategies Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 10,629 shares of MTUM stock, worth $2.62 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
10,629
Previous 4,273 148.75%
Holding current value
$2.62 Million
Previous $1.03 Million 165.59%
% of portfolio
2.13%
Previous 0.92%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$236.25 - $257.69 $1.5 Million - $1.64 Million
6,356 Added 148.75%
10,629 $2.73 Million
Q2 2025

Aug 06, 2025
SELL
$180.84 - $240.32 $55,337 - $73,537
-306 Reduced 6.68%
4,273 $1.03 Million
Q1 2025

May 09, 2025
BUY
$196.12 - $229.48 $333,207 - $389,886
1,699 Added 58.99%
4,579 $925,000
Q4 2024

Feb 06, 2025
BUY
$201.32 - $217.44 $257,890 - $278,540
1,281 Added 80.11%
2,880 $595,000
Q3 2024

Nov 12, 2024
SELL
$175.46 - $203.3 $3,509 - $4,066
-20 Reduced 1.24%
1,599 $324,000
Q2 2024

Aug 12, 2024
BUY
$173.58 - $198.8 $281,026 - $321,857
1,619 New
1,619 $315,000
Q3 2023

Nov 06, 2023
SELL
$138.94 - $147.4 $2,084 - $2,211
-15 Reduced 2.44%
600 $83,000
Q2 2023

Aug 07, 2023
SELL
$135.5 - $144.47 $1,355 - $1,444
-10 Reduced 1.6%
615 $88,000
Q1 2023

May 02, 2023
SELL
$133.17 - $146.27 $5.61 Million - $6.17 Million
-42,157 Reduced 98.54%
625 $86,000
Q4 2022

Jan 30, 2023
BUY
$134.21 - $152.76 $5.64 Million - $6.42 Million
42,004 Added 5398.97%
42,782 $6.24 Million
Q3 2022

Nov 09, 2022
BUY
$131.18 - $147.67 $5,640 - $6,349
43 Added 5.85%
778 $102,000
Q2 2022

Jul 25, 2022
BUY
$130.25 - $170.4 $390 - $511
3 Added 0.41%
735 $100,000
Q1 2022

May 05, 2022
SELL
$150.07 - $182.21 $1.51 Million - $1.84 Million
-10,092 Reduced 93.24%
732 $123,000
Q4 2021

Feb 03, 2022
SELL
$173.56 - $193.75 $1.88 Million - $2.09 Million
-10,807 Reduced 49.96%
10,824 $1.97 Million
Q3 2021

Nov 03, 2021
BUY
$167.02 - $183.38 $3.3 Million - $3.63 Million
19,786 Added 1072.41%
21,631 $3.8 Million
Q2 2021

Jul 30, 2021
BUY
$159.69 - $175.61 $102,201 - $112,390
640 Added 53.11%
1,845 $320,000
Q1 2021

May 07, 2021
BUY
$150.0 - $178.04 $180,750 - $214,538
1,205 New
1,205 $194,000

Others Institutions Holding MTUM

# of Institutions
1,111
Shares Held
65.7M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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